Connect MyDocSafe and WooCommerce to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Create Coupon
Create Customer
Create Order
Create Order Note
Create Product
Update Coupon
Update Customer
Update Product
Update Order
List Orders
Delete an Order
Delete a Product
Delete a Customer
Delete a Coupon
Find or Create Coupon
Find or Create Customer
Find or Create Product
Ready to use MyDocSafe and WooCommerce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
New Order Created
Triggers when new order is created.
New Product Created
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create Coupon
Creates a new Coupon.
Create Customer
Creates a new Customer.
Create Order
Creates a new Order.
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Frequently Asked Questions
To start, connect both your MyDocSafe and WooCommerce accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in WooCommerce (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in WooCommerce. This includes choosing which data fields go into which fields of WooCommerce, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and WooCommerce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and WooCommerce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn MoreAbout WooCommerce
WooCommerce is a customizable, open-source eCommerce platform built on WordPress. It is designed to help businesses of all sizes create and manage an online store with ease, offering a wide range of features including product management, payment processing, and shipping options.
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